Gould Capital, LLC Reduced Holdings in Q1 2025

Gould Capital, LLC

  • $140 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BK
Bank Of New York Mellon Corp

Financial Services
-36.9K
- 93.95%
$75.42 - $88.95 $2.78M - $3.28M
2.37K $199K
AAPL
Apple Inc.

Technology
-2.83K
- 12.7%
$209.68 - $247.1 $593K - $699K
19.5K $4.32M
GOOG
Alphabet Inc.

Communication Services
-3.78K
- 19.63%
$156.06 - $207.71 $589K - $784K
15.5K $2.42M
APD
Air Products & Chemicals, Inc.

Basic Materials
-4.04K
- 98.66%
$283.24 - $338.07 $1.14M - $1.36M
55 $16K
MU
Micron Technology Inc

Technology
-12.5K
- 95.4%
$86.89 - $109.38 $1.08M - $1.36M
601 $52K
CRL
Charles River Laboratories International, Inc.

Healthcare
-5.44K
- 98.53%
$150.52 - $190.14 $819K - $1.03M
81 $12K
JNPR
Juniper Networks Inc

Technology
-25.2K
- 95.59%
$34.38 - $39.03 $865K - $982K
1.16K $42K
GNRC
Generac Holdings Inc.

Industrials
-4.69K
- 92.27%
$126.65 - $164.06 $594K - $770K
393 $49K
MSFT
Microsoft Corp

Technology
-143
- 1.37%
$375.39 - $447.2 $53.7K - $63.9K
10.3K $3.88M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-2.21K
- 82.5%
$192.82 - $222.1 $425K - $490K
468 $90K
APO
Apollo Global Management, Inc.

Financial Services
-1.23K
- 13.13%
$126.01 - $172.06 $155K - $211K
8.13K $1.11M
META
Meta Platforms, Inc.

Communication Services
-606
- 21.78%
$576.36 - $736.67 $349K - $446K
2.18K $1.25M
NFLX
Netflix Inc

Communication Services
-478
- 23.35%
$828.4 - $1058.6 $396K - $506K
1.57K $1.46M
CAT
Caterpillar Inc

Industrials
-121
- 1.42%
$326.75 - $407.63 $39.5K - $49.3K
8.4K $2.77M
GLV
Clough Global Dividend & Income Fund

Financial Services
-39.9K
- 99.25%
$5.38 - $5.57 $215K - $222K
300 $1K
SHV
Ishares Tr

ETFs
-1.93K
- 5.25%
$110.11 - $110.51 $212K - $213K
34.7K $3.84M
FISV
Fiserv Inc

Technology
-1.21K
- 16.43%
N/A
6.17K $772K
AFL
Aflac Inc

Financial Services
-3.48K
- 10.66%
$100.99 - $111.19 $351K - $387K
29.2K $3.24M
IWV
Ishares Russell 3000 ETF

ETFs
-263
- 20.4%
$313.1 - $349.83 $82.3K - $92K
1.03K $325K
GLD
Spdr Gold Trust

ETFs
-3.27K
- 17.48%
$243.19 - $288.14 $795K - $943K
15.4K $4.45M
ORCL
Oracle Corp

Technology
-311
- 37.83%
$139.81 - $186.47 $43.5K - $58K
511 $71K
GOOGL
Alphabet Inc.

Communication Services
-19
- 2.1%
$154.33 - $206.19 $2.93K - $3.92K
886 $137K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-3.2K
- 4.02%
$12.03 - $12.69 $38.5K - $40.6K
76.3K $933K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-2.09K
- 6.39%
$11.4 - $11.96 $23.9K - $25K
30.7K $353K
AMGN
Amgen Inc

Healthcare
-135
- 47.2%
$258.59 - $327.36 $34.9K - $44.2K
151 $47K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-243
- 69.43%
$97.25 - $104.79 $23.6K - $25.5K
107 $11K
ALK
Alaska Air Group, Inc.

Industrials
-250
- 34.72%
$49.22 - $76.6 $12.3K - $19.2K
470 $23K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-200
- 65.79%
$105.1 - $109.61 $21K - $21.9K
104 $11K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-236
- 69.41%
$85.29 - $92.57 $20.1K - $21.8K
104 $9K
F
Ford Motor CO

Consumer Cyclical
-2K
- 63.91%
$9.12 - $10.43 $18.2K - $20.8K
1.13K $11K
IYR
Ishares Tr

ETFs
-172
- 66.93%
$89.49 - $98.98 $15.4K - $17K
85 $8K
TIP
Ishares Tr Tips Bd ETF

ETFs
-124
- 65.61%
$106.22 - $111.09 $13.2K - $13.8K
65 $7K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-100
- 40.0%
$65.15 - $91.81 $6.52K - $9.18K
150 $9K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
-584
- 24.44%
$21.84 - $23.31 $12.8K - $13.6K
1.81K $41K
RWX
Spdr Dow Jones International R

ETFs
-393
- 67.76%
$22.39 - $24.7 $8.8K - $9.71K
187 $4K
CMI
Cummins Inc

Industrials
-11
- 13.58%
$312.92 - $386.07 $3.44K - $4.25K
70 $21K
OC
Owens Corning

Industrials
-10
- 5.29%
$137.83 - $191.19 $1.38K - $1.91K
179 $25K
INTC
Intel Corp

Technology
-300
- 43.67%
$19.1 - $27.39 $5.73K - $8.22K
387 $8K
RF
Regions Financial Corp

Financial Services
-164
- 13.33%
$20.84 - $24.77 $3.42K - $4.06K
1.07K $23K
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 4.55%
$347.25 - $424.87 $1.04K - $1.27K
63 $23K
DGX
Quest Diagnostics Inc

Healthcare
-7
- 3.93%
N/A
171 $23K
Annaly Capital Management Inc Com New
-2.91K
- 64.8%
N/A
1.58K $0
Ishares Bitcoin Trust ETF
-4.03K
- 19.85%
N/A
16.3K $0
CORT
Corcept Therapeutics Inc

Healthcare
-200
- 33.33%
$49.85 - $114.22 $9.97K - $22.8K
400 $45K
IAU
Ishares Gold Trust

ETFs
-46
- 1.0%
$49.74 - $58.96 $2.29K - $2.71K
4.57K $269K
GILD
Gilead Sciences, Inc.

Healthcare
-2.13K
- 13.54%
$89.14 - $117.41 $190K - $250K
13.6K $1.52M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-986
- 12.19%
$442.66 - $534.52 $436K - $527K
7.11K $3.78M
Activity Summary
Buys All Purchases 56 New Holdings 11 Increased Positions 45 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Gould Capital, LLC Portfolio

Follow Gould Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gould Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gould Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email